Tax Strategy Specialist - Client Advisory & Compliance

H&R Block, Inc.; Banks (OR); On-site; USD 70,000 - 100,000; Full time

Job summary

H&R Block, Inc. is seeking a detail-oriented Tax Accountant to analyze financial information, prepare tax returns for individuals, businesses, and entities, and provide guidance on tax planning. This role includes mentoring peers and supporting continuous improvement while ensuring compliance with regulations.

The candidate will work with federal and state tax laws, perform data validation, and maintain strong client relationships, contributing to accurate reporting and timely submissions.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• 2+ years accounting experience required.
• 1+ year business tax/entity returns experience recommended.
• GAAP knowledge required.
• Proficiency with online accounting tools and spreadsheets.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Experience with bookkeeping software and data management.
• Successful completion of applicable tax knowledge assessments.

Responsibilities

• Prepare tax statements, financial statements, and BAS statements on schedule.
• Create and return statements and documents to clients by deadlines.
• Prepare business income tax returns and statements for audits.
• Handle tax administration tasks including research, return prep, and planning.
• Identify opportunities to minimize tax liability through deductions/credits.
• Maintain client relationships and regular communication.
• Stay current with federal/state tax laws and compliance requirements.
• Assist with month/quarter/year-end analyses and data validation.
• Process interfaces and ensure data accuracy across subsystems.
• Provide guidance to junior team members as needed.

Skills

GAAP knowledge

Oral & written communication

Critical thinking

Time management

Client services

Multitasking

Deadline management

Adaptability to new tools

Tax knowledge

Tax research

Education

Bachelor's degree

Tools

PeopleSoft

Excel

Database management

Spreadsheets

Tax software

Job description

H&R Block, Inc. is seeking a detail-oriented Tax Accountant to analyze financial information, prepare tax returns for individuals, businesses, and entities, and provide guidance on tax planning. This role includes mentoring peers and supporting continuous improvement while ensuring compliance with regulations.

The candidate will work with federal and state tax laws, perform data validation, and maintain strong client relationships, contributing to accurate reporting and timely submissions.